Stanley-Laman Group, Ltd.

CIK 0001601489 · BERWYN, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Stanley-Laman Group, Ltd. reported 298 positions worth $984.2M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: LRCX (2.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$984.2M
2026 Q2
Positions
298
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
20.4%
Est. Net Flow (Q)
2026 Q2
10 / 298 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1LRCXLAM RESH CORPSH$27.6M2.80%63,629
2GOOGLALPHABET INC CLASS ASH$26.7M2.71%74,676
3KLACKLA CORPSH$22.8M2.31%75,444
4AMDADVANCED MICRO DEVICES ISH$22.2M2.25%38,205
5AMZNAMAZON.COM INCSH$18.5M1.88%77,572
6ASMLASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHSSH$18.1M1.83%9,077
7MUMICRON TECHNOLOGY INCSH$17.9M1.82%15,486
8ARMARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSSH$16.3M1.65%45,843
9COHUCOHU INCSH$15.3M1.55%206,620
10RTXRTX CORPSH$15.2M1.55%80,359

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Stanley-Laman Group, Ltd. hold as of Q2 2026?

Stanley-Laman Group, Ltd. reported 298 positions worth $984.2M in its Q2 2026 13F filing. Largest positions: LRCX (2.8%), GOOGL (2.7%), KLAC (2.3%), AMD (2.3%) and AMZN (1.9%).

What did Stanley-Laman Group, Ltd. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Stanley-Laman Group, Ltd. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.